Total Clarity Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Total Clarity Wealth Management’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-40	Closed	-$3K	–	964
2022 Q2	$3K	Buy	+40	New	+$3.7K	﹤0.01%	906
2022 Q1	–	Sell	-40	Closed	-$4K	–	903
2021 Q4	$4K	Hold	40	–	–	﹤0.01%	856
2021 Q3	$4K	Buy	+40	New	+$4.19K	﹤0.01%	871

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Total Clarity Wealth Management's VT Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q3 2022, closing a stake of 40 shares — an estimated $3K sold.

Total Clarity Wealth Management first reported a position in VT in Q3 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 701 funds tracked by Wall St. Rank hold VT as of Q3 2022.

Total Clarity Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 40 Vanguard Total World Stock ETF shares in Q3 2022, an estimated $3K.
Total Clarity Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2021 and held it in 3 quarters.
Total Clarity Wealth Management's Vanguard Total World Stock ETF position peaked at $4K in Q4 2021.
701 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.